See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,298 | $58,208-56.5% | $81,812-69.1% | $80,856-68.7% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 13.32% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,307 | $2,340-44.2% | $2,912-55.1% | $2,755-52.6% |
| Participant deferral / active EE | $2,420 | $3,281-26.2% | $4,319-44.0% | $4,296-43.7% |
| Admin fee / account holder | $826 | $4,981-83.4% | $7,386-88.8% | $6,918-88.1% |